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Hi,
I'm trying to calculate overdue receivables at the last 12 months, i.e how many receivables were overdue in January, February ...
I've got a transactions table ("Data") with the following columns : [Amount], [Due Date], [Invoice Date], [Paid Date].
I have also and Date table called "Calendar".
I would like to calculate overdues as invoices which have [Paid Date] = '2099-01-01' (i.e. have not been paid yet / are still oustanding), and [Due Date] < "the date of the period last 12 month".
I'm still having trouble to find out the Dax code.
Many thanks,
Stéphane
Solved! Go to Solution.
hi @Anonymous
This measure will give you running total of Dues each month. For show only last 12 months I have applied date filter on visual(Screenshot).
This will give you all dues since beginning/Min date in your Calendar table, if you want to put a start date, just add Calendar[Date] >= in Calculate.
Sample Data I have used
TxnIDDueDateInvoiceDatePaidDateAmount
1 | 15 January 2023 | 01 January 2099 | 200 | |
3 | 16 May 2023 | 01 January 2099 | 900 | |
4 | 23 May 2023 | 01 January 2099 | 500 | |
6 | 10 June 2023 | 01 January 2099 | 600 | |
7 | 22 June 2023 | 01 January 2099 | 500 | |
17 | 19 July 2023 | 01 January 2099 | 500 | |
14 | 22 July 2023 | 01 January 2099 | 600 | |
10 | 09 August 2023 | 01 January 2099 | 100 | |
12 | 09 September 2023 | 01 January 2099 | 500 | |
18 | 15 September 2023 | 01 January 2099 | 200 | |
8 | 02 October 2023 | 01 January 2099 | 200 | |
23 | 06 November 2023 | 01 January 2099 | 600 | |
20 | 16 November 2023 | 01 January 2099 | 900 | |
21 | 19 November 2023 | 01 January 2099 | 500 | |
15 | 09 December 2023 | 01 January 2099 | 500 |
hi @Anonymous
This measure will give you running total of Dues each month. For show only last 12 months I have applied date filter on visual(Screenshot).
This will give you all dues since beginning/Min date in your Calendar table, if you want to put a start date, just add Calendar[Date] >= in Calculate.
Sample Data I have used
TxnIDDueDateInvoiceDatePaidDateAmount
1 | 15 January 2023 | 01 January 2099 | 200 | |
3 | 16 May 2023 | 01 January 2099 | 900 | |
4 | 23 May 2023 | 01 January 2099 | 500 | |
6 | 10 June 2023 | 01 January 2099 | 600 | |
7 | 22 June 2023 | 01 January 2099 | 500 | |
17 | 19 July 2023 | 01 January 2099 | 500 | |
14 | 22 July 2023 | 01 January 2099 | 600 | |
10 | 09 August 2023 | 01 January 2099 | 100 | |
12 | 09 September 2023 | 01 January 2099 | 500 | |
18 | 15 September 2023 | 01 January 2099 | 200 | |
8 | 02 October 2023 | 01 January 2099 | 200 | |
23 | 06 November 2023 | 01 January 2099 | 600 | |
20 | 16 November 2023 | 01 January 2099 | 900 | |
21 | 19 November 2023 | 01 January 2099 | 500 | |
15 | 09 December 2023 | 01 January 2099 | 500 |
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